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GAMMA Investing’s CMS Energy CMS Stock Holding History

GAMMA Investing’s Portfolio CMS Stock Details CMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$895K Sell
14,194
-2,090
-13% -$147K 0.03% 465
2026
Q2 		$1.25M Buy
16,284
+1,134
+7% +$85K 0.05% 334
2026
Q1 		$1.18M Buy
15,150
+804
+6% +$59.7K 0.05% 301
2025
Q4 		$1M Sell
14,346
-832
-5% -$60.5K 0.05% 314
2025
Q3 		$1.11M Buy
15,178
+1,126
+8% +$80.9K 0.06% 263
2025
Q2 		$974K Buy
14,052
+561
+4% +$40K 0.06% 278
2025
Q1 		$1.01M Buy
13,491
+2,020
+18% +$141K 0.08% 238
2024
Q4 		$765K Buy
11,471
+738
+7% +$50.8K 0.07% 264
2024
Q3 		$758K Buy
10,733
+2,418
+29% +$159K 0.08% 240
2024
Q2 		$495K Buy
8,315
+2,027
+32% +$123K 0.07% 263
2024
Q1 		$379K Buy
6,288
+1,114
+22% +$64.6K 0.08% 245
2023
Q4 		$296K Buy
+5,174
New +$289K 0.08% 231

Other funds holding CMS

AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CCM
Cox Capital Management Andover, Massachusetts $179M AUM 28.94% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SCP
Silverleafe Capital Partners Germantown, Tennessee $351M AUM 24.63% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GAMMA Investing's CMS Position: Q3 2026 in Review

GAMMA Investing reduced its CMS Energy (CMS) stake by 13% in Q3 2026, selling an estimated $147K and leaving 14,194 shares worth $895K. The position accounts for 0.03% of the portfolio, ranked #465.

GAMMA Investing first reported a position in CMS in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.25M in Q2 2026. 30 funds tracked by Wall St. Rank hold CMS as of Q3 2026.

  • GAMMA Investing held 14,194 shares of CMS Energy worth $895K as of Q3 2026.
  • GAMMA Investing sold 2,090 CMS Energy shares in Q3 2026, an estimated $147K.
  • CMS Energy made up 0.03% of GAMMA Investing's portfolio in Q3 2026, its #465 holding.
  • GAMMA Investing first reported a position in CMS Energy in Q4 2023 and has held it in 12 quarters since.
  • GAMMA Investing's CMS Energy position peaked at $1.25M in Q2 2026.
  • 30 funds tracked by Wall St. Rank held CMS Energy as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.